[Broad Market] The overall market overview on Tuesday is as shown in the figure: The market did not go well on Monday, so I made it clear in the review that operations should be cautious. As a result, the market opened lower and moved lower on Tuesday, with a middle Yin line. In

[Broad Market]

The overall market overview on Tuesday is as shown in the figure:

The market did not go well on Monday, so I made it clear in the review that operations should be cautious. As a result, the market opened lower and moved lower on Tuesday, with an middle negative line. . Before

, the market index was always rising in rotation. One moment, , Shanghai Stock Exchange 50, took the lead, and the next moment, the GEM took the lead. I have said before that this kind of move is not good, and the market will not rise quickly. Last Tuesday I pointed out that both the Shanghai Composite Index and the ChiNext Index were facing pressure from previous highs, and it was normal for them to correct themselves during a correction.

The main reason for today's large market decline is that the MLF interest rate remains unchanged at 3.3%. I have said before that the tools for regulating currency are very complicated. Unlike in the past, which was mainly about lowering reserve requirements and interest rates, Now that there are these new tools, direct interest rate cuts are less useful. After the RRR cut, many people expected another interest rate cut, and institutional professionals were all eyeing MLF because they all believed that the probability of a direct interest rate cut was low, and they would indirectly cut interest rates by lowering the interest rate of MLF. As a result, this expectation was dashed today, so some institutional funds fled, bringing the market down.

There is also LPR on 9.20. Now institutions are expecting this to go down. However, I took a look at today’s institutional analysis and saw a sentence: “Due to investors’ higher expectations for monetary policy relaxation, UBS Securities China The stock strategy team believes that the market has fully reflected the expectation of a slight decrease in LPR quotations in September. "So this rebound should have reflected the expectation of a decrease in the interest rates of these instruments. Even if there is an actual decrease, it can be regarded as a positive realization." It will not stimulate the market much unless there is an unexpected interest rate cut. And like today, the MLF has not lowered the interest rate, which is a short-term negative. If the LPR does not lower, then it is expected to fall even further. If the LPR is lowered by then and the market adjusts to a relatively low point, then a rebound can be expected.

I estimate that the above will refer to the Federal Reserve's operations on Thursday. If the United States continues to cut interest rates, then the probability of us following up is relatively high. If the United States does not lower interest rates this time, then we will probably keep the LPR interest rate unchanged. , you can first pay attention to the news from the Federal Reserve on Thursday.

Anyway, during this period of time, I have been saying that the market is not promising and will not improve quickly, so I no longer participate in index-related products. Today's adjustment in the market has little impact on me. I am currently looking for opportunities that fit the strategy around market hot spots. If there are any, I will take action. If not, I will watch more and move less. I will continue to operate according to this strategy later.

[Hot Spots]

The overall overview of market hot spots on Tuesday is as shown in the figure:

The performance of hot spots has been cooling down in the past few days. Today the market has fallen sharply, and the hot spots are also at a freezing point. There are only 25 natural stocks. Yesterday’s natural daily limit rose by -0.48 today. %, there is no money-making effect.

The height of the space board has dropped to 3 boards yesterday, and the 3-board Guangli Technology has also plummeted today. Because I have been killing heights these past few days, I have not mentioned the space board. At this time, I cannot chase the space board. Yesterday's new topic of network security was a direct hit, which was in line with my expectations after yesterday's review. There were still too many hot spots and too much confusion, too fast rotation, and lack of sustainability. The sustainability of the concept of oil is also limited. I analyzed the reasons yesterday. Last night, Saudi Arabia and Saudi Arabia also used actions to promise that there would be no shortage of crude oil in the international market. Today, crude oil fell sharply.

Today's market is in a period of freezing point, so today's high-tech stocks Oriental Zhongke can pay attention to to see if they can pass through and bring the market to recovery. However, I generally don’t try to chase high stocks for this kind of stock, because if it fails, it will be miserable like Guangli Technology . Of course, if it can successfully cross over to the next cycle and become the leader of the space board in the two cities, the profit will be indeed It’s also very big, and it’s an opportunity with a decent profit-loss ratio.Just look at your own windage and profit margin. Control your position and try it. At least you have a much greater chance of winning than those previous space boards. Tomorrow, you must be the kind of move that directly accelerates the second board to be strong enough. It cannot be like Guangli Technology is not decisive in pulling back after a high opening, so the only way to pursue certainty is to speed up the market. If you want to do this, the position must be controlled, and the loss can be controlled in case of failure.

If you are conservative, then it is better not to chase high. In the past two days, the low-sucking rebound of the front space board leader is much more stable than chasing high. After Baota Industrial hit BBI, it bucked the market trend yesterday and rose by 5% today. Yesterday, it reminded us that it can sell high if it rises today. 5% is considered to be the standard when the market is weakening. Shennan Shares is still a little behind BBI, but it also rebounded against the market trend today, which shows that it is still profitable to buy low on strong stocks in the early stage at this stage. Chase a bowl of noodles high and buy a pot of gold low. Shennan Shares is stuck here. If it reaches BBI again, I think it is better not to buy low. The rebound momentum has been consumed. If it goes down again, it will not be so sure whether it can rebound again.

Here I mainly want to think carefully and confirm the nature of this wave of market. If the market can continue to fluctuate upward and there is still a lot of room, then I will also have to consider looking for some trend stocks to allocate it. If the market's rise is limited, forget it and just be patient and look for opportunities in hot spots that fit your strategy.

Tuesday’s daily limit review is as shown in the figure:

The above are personal review notes and do not constitute investment advice. Copy the work at your own risk.

investment is risky, so you need to be cautious when entering the market.